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Articles on Financial markets

Displaying 1 - 20 of 104 articles.

Dow tops 40,000 as stock indexes continue to cross milestones − making many investors feel wealthier

Alexander Kurov , West Virginia University

No one can predict how financial markets will behave with absolute certainty. Here’s why

Benoît Béchard , Université Laval

Grain as a weapon: Russia-Ukraine war reveals how capitalism fuels global hunger

Alicja Paulina Krubnik , McMaster University

How the Israel-Hamas war could affect the world economy and worsen global trade tensions

Daniele Bianchi , Queen Mary University of London

The US role in the global financial system is changing – here’s how it could affect the world’s economy

Steve Schifferes , City, University of London

ChatGPT-powered Wall Street: The benefits and perils of using artificial intelligence to trade stocks and other financial instruments

Pawan Jain , West Virginia University

What is insider trading? Two finance experts explain why it matters to everyone

Alexander Kurov , West Virginia University and Marketa Wolfe , Skidmore College

Plunging pound and crumbling confidence: How the new UK government stumbled into a political and financial crisis of its own making

David McMillan , University of Stirling

How bonds work and why everyone is talking about them right now: a finance expert explains

Why Black Wednesday still matters – it was the start of markets telling politicians what to do

Alexis Stenfors , University of Portsmouth

Russian debt default: two experts explain what it means for Russia and for global financial markets

Nasir Aminu , Cardiff Metropolitan University and Rodrigo Olivares-Caminal , Queen Mary University of London

Insights from Zimbabwe on how to link formal and informal economies

John Luiz , University of Cape Town

Five things that economists know, but sound wrong to most other people

Renaud Foucart , Lancaster University

Could better regulation reconcile trading and ethics?

Aziza Laguecir , EDHEC Business School and Bernard Leca , ESSEC

Ukraine and the financial markets: the winners and losers so far

Gabriella Legrenzi , Keele University ; Reinhold Heinlein , University of the West of England , and Scott Mahadeo , University of Portsmouth

What’s insider trading and why it’s a big problem

Humans v AI: here’s who’s better at making money in financial markets

Barbara Jacquelyn Sahakian , University of Cambridge ; Fabio Cuzzolin , Oxford Brookes University , and Wojtek Buczynski , University of Cambridge

Omicron and market sell-off : don’t be surprised if there’s more turbulence to come

Arturo Bris , International Institute for Management Development (IMD)

Mood, music and money: what our Spotify playlists reveal about the emotional nature of financial markets

Ivan Indriawan , Auckland University of Technology ; Adrian Fernandez-Perez , Auckland University of Technology ; Alexandre Garel , Audencia , and Alex Edmans , London Business School

What is decentralized finance? An expert on bitcoins and blockchains explains the risks and rewards of DeFi

Kevin Werbach , University of Pennsylvania

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Top contributors

Professor of Finance and Fred T. Tattersall Excellence in Finance Research Chair, West Virginia University

Professor in Finance, University of Stirling

Associate Professor of Economics, Skidmore College

Dean, School of Management, University of Bath

Associate Professor of Finance, Queen Mary University of London

retired, The University of Western Australia

Professor and Head, School of Business, Monash University

Professor of Housing Economics and Director, UK Collaborative Centre for Housing Evidence, University of Glasgow

Senior Lecturer in Economics, The Open University

Emeritus Professor, University of Nottingham, (currently CEO and Senior Vice President of the PETRA Group), University of Nottingham

Professor of Finance, International Institute for Management Development (IMD)

Discovery Early Career Research Fellow, University of Sydney

Program Director, Trade and Investment, United States Studies Centre, University of Sydney

Professor of Organisational Behaviour, Bayes Business School, City, University of London

Assistant Professor, Nanyang Technological University

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Lead story in Markets

Managers scale back or ditch bets against London-listed stocks after M&A activity drives sharp share price rises

Brent’s 1.4% drop after 4% fall the previous day follows cartel decision to unwind some production cuts

Elevated interest rates spur demand, despite calls from some countries to move away from US currency

Consob issues combined €4.7mn fine against Optiver and Flow Traders after oilfield engineer’s botched 2022 capital raising

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Opinion & Analysis

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The good news for most investors is that country’s broader economic growth story looks intact

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Financial markets

Stock market today: Wall Street barrels to records as Nvidia tops $3 trillion in total value

Stock market today: Asian stocks trade mixed after Wall Street logs modest gains

Technical issues briefly halt trading for some NYSE stocks in the latest glitch to hit Wall Street

Stock market today: Asian shares decline after report shows US manufacturing contracted in May

Stock market today: Wall Street rallies to close out a bloom-filled May

Nvidia’s profit soars, underscoring its dominance in chips for artificial intelligence.

Nvidia overshot Wall Street estimates as its quarterly profit skyrocketed, bolstered by the chipmaking dominance that has made the company an icon of the artificial intelligence boom. (AP Video: Ted Shaffrey)

Wall Street drifts higher; Dow has its first close above 40,000

Argentina reports its first single-digit inflation in 6 months as markets swoon and costs hit home, several meme stocks soars in a reprise of the social-media driven frenzy during pandemic, how major us stock indexes fared wednesday, 6/5/2024, how major us stock indexes fared tuesday, 6/4/2024, designer brands, siteone fall; healthequity, donaldson rise, tuesday, 6/4/2024, how major us stock indexes fared monday, 6/3/2024, how major us stock indexes fared friday, 5/31/2024, how major us stock indexes fared thursday, 5/30/2024.

Stock market today: Asian shares shrug off latest Wall St rout as Chinese factory activity weakens.

How major us stock indexes fared wednesday, 5/29/2024.

Stock market today: Asian shares track Wall Street’s retreat

Stock market today: Asian shares decline after a mixed post-holiday session on Wall Street

Stock market today: World shares are mostly higher after rebound on Wall St

How major us stock indexes fared friday, 5/24/2024, initial public offerings scheduled to debut next week.

Stock market today: Nasdaq sets another record as Wall Street wins back earlier losses

How major us stock indexes fared thursday, 5/23/2024.

Stock market today: Asian shares track Wall Street’s slide on worries over interest rates

How major us stock indexes fared wednesday, 5/22/2024.

Stock market today: Asian shares are mixed, with China stocks down, after Wall St retreat

How major us stock indexes fared tuesday, 5/21/2024, keysight technologies, nordson fall; eli lilly, lam research rise, tuesday, 5/21/2024.

Stock market today: Asian shares mostly higher after Wall Street sets more records

Ivan Boesky, stock trader convicted in insider trading scandal, dead at 87

Stock market today: Asian shares mostly decline after Nasdaq ticks to a record high

How major us stock indexes fared friday, 5/17/2024.

Stock market today: Dow finishes above 40,000 to cap Wall Street’s latest winning week

How major us stock indexes fared thursday, 5/16/2024.

The Dow closed above 40,000 for the first time. The number is big but means little for your 401(k)

How major us stock indexes fared wednesday, 5/15/2024.

Stock market today: Asian shares advance after another round of Wall St records

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Nvidia overtakes Apple as 2nd largest US company

Nvidia's latest surge propelled its stock to another all-time high.

Major Tesla shareholder backs Elon Musk's $56B pay package

The latest sign the jobs market is cooling off

Nasdaq, S&P hit fresh highs as Nvidia leads tech surge

Lululemon surges after boosting outlook, buybacks, even after $2t gain, nvidia remains irresistible to many, just 7 ev-charging stations built in 'pathetic' start to us effort, why arm chips pose a threat to intel, amd pc dominance, crowdstrike shares jump as ai boosts cybersecurity demand, amazon labor union affiliates with teamsters, irs decides people who got money from norfolk southern after ohio derailment won't be taxed on it, mexico death linked to bird flu strain that’s new in humans, london hospitals delay operations, switch to paper after hack, s&p 500 hits 25th record this year as tech soars: markets wrap, argentina’s senate poses fresh challenge to milei’s reform bills, amazon's zoox to begin testing robotaxis in austin, miami, nvidia tops $3 trillion in market value as artificial intelligence rally steams ahead, transports-only hedge fund manager hopeful despite ‘perfect negative storm’, a wisconsin mom of 3 who made $250,000 secretly working 2 remote jobs said it allowed her husband to leave a stressful job and become a stay-at-home dad, offer ending soon: earn over $1,000 in travel rewards with the chase sapphire bonus, i’m a shopping expert: 6 things retirees should never put in their grocery cart, elon musk accused of selling $7.5 billion of tesla stock before releasing disappointing sales data that plunged the share price to two-year low, dave ramsey tells caller to 'sell everything' after $26,000 tractor purchase puts 61-year-old in 'emergency mode', johnny depp escapes hollywood horror: $10 million lifeline saves homes as millions face zombie foreclosure fate, u.s. money supply is doing something so scarce that it hasn't happened since the great depression -- and a big move in stocks may be forthcoming, stocks digest soft adp print, lululemon earnings: yahoo finance.

Stocks (^DJI,^GSPC, ^IXIC) are trading in positive territory as markets weigh the latest ADP employment report, which fell short of expectations. The soft print has fueled investor optimism for a potential Federal Reserve interest rate cut. Meanwhile, all eyes are on the highly anticipated first quarter earnings release from retail giant Lululemon Athletica (LULU), which could provide valuable insights into the state of the consumer. Yahoo Finance trending tickers include Taiwan Semiconductor (TSM), Nvidia (NVDA), and Snowflake Inc. (SNOW). Key guests include: 3:15 p.m. ET - Antonio Neri, HPE CEO 3:30 p.m. ET - Jay Woods, Freedom Capital Markets Chief Global Strategist 3:45 p.m. ET - Joe Brusuelas, RSM Chief Economist 4:15 p.m. ET - Aneesha Sherman, Bernstein Senior Analyst 4:40 p.m. ET - Ernie Miller, Verde Clean Fuels CEO

AI will slowly transform the economy: Economist

Avoid Dollar Tree stock in discount retail sector: Strategist

Lululemon stock pops on earnings, buyback plans

Nvidia hits new record high, market cap tops $3 trillion

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It's not paying as much to jump to a new job

Shrinking wage gains between job 'stayers' and 'switchers' is the latest sign of labor market cooling.

Wage growth keeps slowing for job switchers

ADP data showed that the median year-over-year pay increase for job switchers fell to 7.8% in May.

It adds to growing signs of labor market cooling

Job openings fell sharply in April to their lowest level in more than three years, according to new data this week.

The jobs data teasers are an appetizer for the main event

The June jobs report, set for release Friday, is the biggest piece of data on the docket this week.

A Wisconsin woman who made $250,000 secretly working two jobs says it allowed her husband to focus on childcare.

You can earn 75,000 bonus points when you open a new Chase Sapphire card today. Here’s how much they're worth.

One in four Americans have no retirement savings. Austin Kilgore, a consumer finance expert with the Achieve Center for Consumer Insights, a digital personal finance think tank, said our grocery...

The Tesla CEO faces claims he pocketed $3 billion in ill-gotten gains in late 2022 after learning Q4 vehicle sales would not deliver the 'epic end of year' he promised investors.

Financial guru Dave Ramsey recently gave critical advice to Teresa, a 61-year-old woman from Arkansas facing severe economic challenges. Teresa, whose call was featured on The Ramsey Show earns $67,000 annually and has about $69,000 in debt, including student and personal loans, one of which she used to purchase a $26,000 tractor. Ramsey did not hold back when he told her, "Broke people don't have $26,000 tractors." He emphasized that Teresa's reluctance to sell the tractor, even at a loss, keep

Hollywood star Johnny Depp escaped a plight many Americans cannot avoid. Last year, the actor, known for his iconic role as Captain Jack Sparrow in Disney's "Pirates of the Caribbean" franchise, took out a $10 million loan to save his two West Hollywood, California, homes from foreclosure. However, most people don't have the financial means to save their homes if they get into trouble, and many abandon them if they can no longer afford their mortgage payments — a practice known as zombie foreclo

M2 money supply hasn't done this since 1933.

Lululemon stock surges after company boosts profit outlook, stock buybacks

Lululemon reported first quarter results after the bell on Wednesday amid growing competition in the athleisure space.

Stock market today: S&P 500, Nasdaq hit record highs as Nvidia leads tech rally

Bets on Fed rate cuts are tentatively rising as investors weigh signs of a softer labor market and cooling economy.

Nvidia closes above $3 trillion for first time, overtakes Apple as second-largest co. in US market

Shares of Nvidia rose more than 5% Wednesday, pushing the company's market cap above Apple for the first time.

Financial Markets

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Stock Market Concentration: How Much Is Too Much?

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• In this report, we look at concentration over the past 75 years to see where we stand today and to reflect on what it means for active equity managers.
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• We ask whether there is a correct level of concentration, both by comparing the U.S. to other global markets and by presenting the possibility that concentration was too low in the past.
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Financial imperatives to food system transformation

Finance is a critical catalyst of food systems transformation. At the 2021 United Nations Food Systems Summit, the Financial Lever Group suggested five imperatives to tap into new financial resources while making better use of existing ones. These imperatives are yet to garner greater traction to instigate meaningful change.

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Central bank digital currencies risk becoming a digital Leviathan

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Our investment and economic outlook, May 2024

Red time: 14 minutes

“If the AI impact approaches that of electricity, our base case is that [productivity] growth will offset demographic pressures, producing an economic and financial future that exceeds consensus expectations,” Joe Davis, Vanguard global chief economist and the lead researcher, writes in this recent commentary .

The new research harnesses a uniquely long and rich dataset that captures historical shifts in megatrends that have driven about 60% of the change in per capita GDP growth. It finds that, among megatrends that also include demographics, fiscal deficits, and globalization, only technology has been a consistent, powerful driver of not only growth but also the Federal Reserve’s nominal target for short-term interest rates, inflation, and stock market valuations.

Notes: The chart breaks down three drivers of technology: augmentation, efficiency, and transformation. Augmentation refers to technological advances where humans benefit from machines, such as personal computers and power tools, raising productivity and trend employment. Efficiency refers to advances that raise GDP per worker, usually by automating away tasks previously performed by human labor. Transformation refers to GPTs that (eventually) unleash creative destruction through the economy. Our forthcoming research quantifies the prospects of AI transforming the economy in the years ahead.

Source: Vanguard calculations, as of May 2024.

Vanguard’s outlook for financial markets

Region-by-region outlook.

The views below are those of the global economics and markets team of Vanguard  Investment Strategy Group  as of May 15, 2024.

United States

Inflation isn’t yet on a sustainable path toward the Federal Reserve’s 2% target. The headline Consumer Price Index rose 3.4% year over year and 0.3% month over month in April. Core inflation, which excludes volatile food and energy prices, remained elevated, at 3.6% year over year and 0.3% month over month.

• Another closely watched indicator, retail sales volumes, changed little in April compared with March. The pace of sales matters, and Vanguard will watch this indicator closely. But we continue to believe the U.S. consumer remains resilient and will be a catalyst for growth, as this recent article discusses. 
• On top of a greater-than-expected rise in producer prices (0.5% month over month) in April, the data underscore our view that the Fed won’t likely be in position to cut its monetary policy interest rate target (currently, 5.25%–5.5%) this year.
• We recently increased our forecast for 2024 core Personal Consumption Expenditures (PCE) price index inflation from 2.6% to 2.9%. The PCE is the Fed’s preferred inflation measure to guide policymaking,
• We continue to foresee full-year 2024 economic growth slightly above trend around 2%.

Will the Bank of Canada (BOC) begin a rate-cutting cycle next month? The Consumer Price Index (CPI) for April, which Statistics Canada is set to release on May 21, could be key. We expect the BOC to cut its overnight rate target by 25 basis points on June 5, but a rate cut could be in jeopardy if the pace of inflation rises for a second consecutive month.

• As in the U.S., the “last mile” of inflation reduction could be the most challenging. We continue to foresee the year-over-year pace of core inflation falling by year-end into the BOC’s target range of 2%–2.5%. Shelter prices, up 6.5% year over year in March, remain an upside risk amid immigration-fueled population growth.
• We foresee the BOC trimming its overnight policy rate by 50 to 75 basis points this year, to a year-end range of 4.25%–4.5%. (A basis point is one-hundredth of a percentage point.)
• We recently increased our forecast of 2024 economic growth from about 1% to a range of 1.25%–1.5%. Still, restrictive monetary policy skews risks to the downside.
• We forecast a year-end unemployment rate of 6%–6.5% amid weak economic growth. It held steady at 6.1% in April.

Stronger growth momentum, higher energy prices, and a more hawkish outlook for the U.S. Federal Reserve have led us to raise our outlook for the European Central Bank (ECB) deposit facility rate at year-end. We’ve also increased our forecasts for full-year GDP growth and core inflation.

• We foresee three ECB quarter-point rate cuts this year, down from our previous outlook for five such cuts. That would leave the key monetary policy rate at 3.25% at year-end. We continue to anticipate the first rate cut occurring at the ECB’s June 6 meeting.
• We have nudged up our year-end 2024 core inflation forecast to 2.2% from 2.1%.
• We’ve increased our outlook for full-year economic growth to 0.8% from 0.6%.
• Unemployment remained steady at 6.5%, a record low, in March and likely will end 2024 around that level. However, we believe the labor market is softer than unemployment would suggest, as job vacancy rates have receded, labor hoarding remains elevated, and the number of hours worked has stagnated.

United Kingdom

Recent signals point to an uptick in economic activity and a firming of inflation persistence, leading Vanguard to increase its outlook for 2024 GDP growth, from 0.3% to 0.7%, and its outlook for year-end core inflation, from 2.6% to 2.8%.

• We continue to believe the Bank of England (BOE) will cut interest rates in August, but amid more hawkish global monetary policy developments we have dialed down our expectations for the depth of cuts this year. We anticipate a quarterly cadence of monetary policy easing, translating to two cuts in 2024 and four in 2025. That would bring the bank rate to 4.75% by year-end and 3.75% by year-end 2025.
• Our higher full-year GDP forecast reflects a first-quarter recovery, which occurred amid gradually rising real incomes, loosening financial conditions, and improved activity in the euro area. However, we expect full-year 2024 growth to be below trend due to headwinds from still-contractionary monetary and fiscal policy.
• As in the euro area, the labor market’s gradual loosening appears mainly driven by soft factors such as reduced vacancies and fewer hours worked, rather than an increase in unemployment. We foresee a year-end 2024 unemployment rate in a range of 4%–4.5%.

After a strong start to the year and with a four-month deflationary period apparently behind it, China’s economy seems on its way to 2024 GDP growth of “around 5%,” the target set at a Politburo meeting two months ago. However, given continued pressure on the property sector and weak consumer confidence, we remain cautious about the sustainability of growth momentum.

• Especially weak credit data make China’s economic challenges hard to ignore. Total social financing , the broadest indicator of China’s aggregate credit demand—including government bonds, bank loans, and even the shadow banking system—declined by 200 billion yuan (28 billion U.S. dollars) in April, the first negative reading since the indicator was first tracked in 2002. For the first four months of the year, total social financing is down by nearly 20% year over year.
• As part of efforts to stimulate the economy, the government on May 17 will hold the first sales of what is expected to be a 1 trillion yuan (138 billion U.S. dollars) issuance of special long-term treasury bonds. Similar bonds were issued during the 1997 Asian financial crisis, the 2008 global financial crisis, and the 2020 onset of COVID-19. The risk for structural imbalances remains, given policy priorities for investment and manufacturing upgrades over more direct measures to support consumer spending.
• We foresee full-year core inflation around 1% and full-year headline inflation of 0.8%—well below the 3% inflation target set by the People’s Bank of China (PBOC).
• To support the economy and given low levels of inflation, we expect the PBOC to ease its policy rate from 2.5% to 2.2% in 2024 and to cut banks’ reserve requirement ratios. However, we expect any easing in the near-term to be marginal. The Fed’s policy pause may limit room for the PBOC to ease meaningfully.

Sticky inflation continued in the first quarter, a development that the Reserve Bank of Australia (RBA) underscored in its May 7 monetary policy announcement. The RBA left its cash rate target unchanged at 4.35%, a more than 12-year-high level that has been in place for more than six months.

• We forecast that core inflation will fall to 3% on a year-over-year basis by year-end, still above the midpoint of the RBA’s 2%–3% target range. We foresee the RBA being one of the last central banks in developed markets to cut rates, doing so only in 2025.
• We expect the unemployment rate to rise to around 4.6% by year-end, as financial conditions tighten in an environment of elevated interest rates. It was 3.8% in March.
• Productivity has been slow to pick up, contributing to unit labor costs growing at a rate above what would be consistent with the RBA’s 2%–3% inflation target and prolonging the RBA’s path to eventual monetary policy easing.
• We continue to expect that Australia will avoid recession in 2024, with below-trend economic growth around 1%. GDP grew by 1.5% for all of 2023. Australia’s economy was last in recession in 1991.

Emerging markets

Sticky inflation and the path of U.S. policy rates have the attention of central bankers in Latin America’s leading economies. On May 8, Brazil’s central bank cut its key interest rate to 10.5%. Though a smaller cut than it had signaled at its previous policy meeting, it was the bank’s seventh consecutive rate reduction. One day later, Mexico’s central bank held rates steady, having initiated its first cut of the policy cycle a meeting earlier.

• While Banco de México (Banxico) maintained its 11% target for the overnight interbank rate, we have raised our outlook for Banxico’s year-end policy rate by 50 basis points to a range of 9.5%–10%, suggesting cuts of 100 to 150 basis points over the remainder of 2024. (A basis point is one-hundredth of a percentage point.)
• We’ve also modestly increased our forecast for year-end core inflation in Mexico to 3.7%–3.9%, largely in line with Banxico’s view.
• Amid continued strength in the U.S. economy, we recently upgraded our forecast of GDP growth in Mexico . U.S. demand for Mexican goods has remained strong, and domestic wages and consumption are holding up. We expect below-trend 2024 GDP growth of 1.75%–2.25%.
• We continue to forecast about 4% average 2024 GDP growth for emerging markets worldwide , led by growth of about 5% for emerging Asia. We anticipate growth of 2%–2.5% for emerging Europe and Latin America, though U.S. growth could have positive implications for Mexico and all of Latin America.
• All investing is subject to risk, including the possible loss of the money you invest.
• Investments in bonds are subject to interest rate, credit, and inflation risk.
• Investments in stocks and bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk. These risks are especially high in emerging markets.

Global Chief Economist and Global Head, Investment Strategy Group

Mr. Davis is Vanguard's global chief economist and the global head of Vanguard Investment Strategy Group, whose research and client-facing team develops asset allocation strategies and conducts research on the capital markets, the global economy, and asset-allocation strategies. Mr. Davis also chairs the firm's Strategic Asset Allocation Committee for multi-asset-class investment solutions. As Vanguard's global chief economist, Mr. Davis is a member of the senior portfolio management team for Vanguard Fixed Income Group. Mr. Davis is a frequent keynote speaker, helped develop Vanguard Capital Markets Model and the firm's annual economic and capital markets outlook, has published white papers in leading academic and practitioner journals, and currently serves on the editorial board of the Journal of Portfolio Management . Mr. Davis earned his B.A. summa cum laude from Saint Joseph's University, his M.A. and Ph.D. in economics at Duke University, and is a graduate of the Advanced Management Program at the Wharton School at the University of Pennsylvania.

Research Topics & Ideas: Finance

120+ Finance Research Topic Ideas To Fast-Track Your Project

If you’re just starting out exploring potential research topics for your finance-related dissertation, thesis or research project, you’ve come to the right place. In this post, we’ll help kickstart your research topic ideation process by providing a hearty list of finance-centric research topics and ideas.

PS – This is just the start…

We know it’s exciting to run through a list of research topics, but please keep in mind that this list is just a starting point . To develop a suitable education-related research topic, you’ll need to identify a clear and convincing research gap , and a viable plan of action to fill that gap.

If this sounds foreign to you, check out our free research topic webinar that explores how to find and refine a high-quality research topic, from scratch. Alternatively, if you’d like hands-on help, consider our 1-on-1 coaching service .

Overview: Finance Research Topics

• Corporate finance topics
• Investment banking topics
• Private equity & VC
• Asset management
• Hedge funds
• Financial planning & advisory
• Quantitative finance
• Treasury management
• Financial technology (FinTech)
• Commercial banking
• International finance

Corporate Finance

These research topic ideas explore a breadth of issues ranging from the examination of capital structure to the exploration of financial strategies in mergers and acquisitions.

• Evaluating the impact of capital structure on firm performance across different industries
• Assessing the effectiveness of financial management practices in emerging markets
• A comparative analysis of the cost of capital and financial structure in multinational corporations across different regulatory environments
• Examining how integrating sustainability and CSR initiatives affect a corporation’s financial performance and brand reputation
• Analysing how rigorous financial analysis informs strategic decisions and contributes to corporate growth
• Examining the relationship between corporate governance structures and financial performance
• A comparative analysis of financing strategies among mergers and acquisitions
• Evaluating the importance of financial transparency and its impact on investor relations and trust
• Investigating the role of financial flexibility in strategic investment decisions during economic downturns
• Investigating how different dividend policies affect shareholder value and the firm’s financial performance

Investment Banking

The list below presents a series of research topics exploring the multifaceted dimensions of investment banking, with a particular focus on its evolution following the 2008 financial crisis.

• Analysing the evolution and impact of regulatory frameworks in investment banking post-2008 financial crisis
• Investigating the challenges and opportunities associated with cross-border M&As facilitated by investment banks.
• Evaluating the role of investment banks in facilitating mergers and acquisitions in emerging markets
• Analysing the transformation brought about by digital technologies in the delivery of investment banking services and its effects on efficiency and client satisfaction.
• Evaluating the role of investment banks in promoting sustainable finance and the integration of Environmental, Social, and Governance (ESG) criteria in investment decisions.
• Assessing the impact of technology on the efficiency and effectiveness of investment banking services
• Examining the effectiveness of investment banks in pricing and marketing IPOs, and the subsequent performance of these IPOs in the stock market.
• A comparative analysis of different risk management strategies employed by investment banks
• Examining the relationship between investment banking fees and corporate performance
• A comparative analysis of competitive strategies employed by leading investment banks and their impact on market share and profitability

Private Equity & Venture Capital (VC)

These research topic ideas are centred on venture capital and private equity investments, with a focus on their impact on technological startups, emerging technologies, and broader economic ecosystems.

• Investigating the determinants of successful venture capital investments in tech startups
• Analysing the trends and outcomes of venture capital funding in emerging technologies such as artificial intelligence, blockchain, or clean energy
• Assessing the performance and return on investment of different exit strategies employed by venture capital firms
• Assessing the impact of private equity investments on the financial performance of SMEs
• Analysing the role of venture capital in fostering innovation and entrepreneurship
• Evaluating the exit strategies of private equity firms: A comparative analysis
• Exploring the ethical considerations in private equity and venture capital financing
• Investigating how private equity ownership influences operational efficiency and overall business performance
• Evaluating the effectiveness of corporate governance structures in companies backed by private equity investments
• Examining how the regulatory environment in different regions affects the operations, investments and performance of private equity and venture capital firms

Asset Management

This list includes a range of research topic ideas focused on asset management, probing into the effectiveness of various strategies, the integration of technology, and the alignment with ethical principles among other key dimensions.

• Analysing the effectiveness of different asset allocation strategies in diverse economic environments
• Analysing the methodologies and effectiveness of performance attribution in asset management firms
• Assessing the impact of environmental, social, and governance (ESG) criteria on fund performance
• Examining the role of robo-advisors in modern asset management
• Evaluating how advancements in technology are reshaping portfolio management strategies within asset management firms
• Evaluating the performance persistence of mutual funds and hedge funds
• Investigating the long-term performance of portfolios managed with ethical or socially responsible investing principles
• Investigating the behavioural biases in individual and institutional investment decisions
• Examining the asset allocation strategies employed by pension funds and their impact on long-term fund performance
• Assessing the operational efficiency of asset management firms and its correlation with fund performance

Hedge Funds

Here we explore research topics related to hedge fund operations and strategies, including their implications on corporate governance, financial market stability, and regulatory compliance among other critical facets.

• Assessing the impact of hedge fund activism on corporate governance and financial performance
• Analysing the effectiveness and implications of market-neutral strategies employed by hedge funds
• Investigating how different fee structures impact the performance and investor attraction to hedge funds
• Evaluating the contribution of hedge funds to financial market liquidity and the implications for market stability
• Analysing the risk-return profile of hedge fund strategies during financial crises
• Evaluating the influence of regulatory changes on hedge fund operations and performance
• Examining the level of transparency and disclosure practices in the hedge fund industry and its impact on investor trust and regulatory compliance
• Assessing the contribution of hedge funds to systemic risk in financial markets, and the effectiveness of regulatory measures in mitigating such risks
• Examining the role of hedge funds in financial market stability
• Investigating the determinants of hedge fund success: A comparative analysis

Financial Planning and Advisory

This list explores various research topic ideas related to financial planning, focusing on the effects of financial literacy, the adoption of digital tools, taxation policies, and the role of financial advisors.

• Evaluating the impact of financial literacy on individual financial planning effectiveness
• Analysing how different taxation policies influence financial planning strategies among individuals and businesses
• Evaluating the effectiveness and user adoption of digital tools in modern financial planning practices
• Investigating the adequacy of long-term financial planning strategies in ensuring retirement security
• Assessing the role of financial education in shaping financial planning behaviour among different demographic groups
• Examining the impact of psychological biases on financial planning and decision-making, and strategies to mitigate these biases
• Assessing the behavioural factors influencing financial planning decisions
• Examining the role of financial advisors in managing retirement savings
• A comparative analysis of traditional versus robo-advisory in financial planning
• Investigating the ethics of financial advisory practices

The following list delves into research topics within the insurance sector, touching on the technological transformations, regulatory shifts, and evolving consumer behaviours among other pivotal aspects.

• Analysing the impact of technology adoption on insurance pricing and risk management
• Analysing the influence of Insurtech innovations on the competitive dynamics and consumer choices in insurance markets
• Investigating the factors affecting consumer behaviour in insurance product selection and the role of digital channels in influencing decisions
• Assessing the effect of regulatory changes on insurance product offerings
• Examining the determinants of insurance penetration in emerging markets
• Evaluating the operational efficiency of claims management processes in insurance companies and its impact on customer satisfaction
• Examining the evolution and effectiveness of risk assessment models used in insurance underwriting and their impact on pricing and coverage
• Evaluating the role of insurance in financial stability and economic development
• Investigating the impact of climate change on insurance models and products
• Exploring the challenges and opportunities in underwriting cyber insurance in the face of evolving cyber threats and regulations

Quantitative Finance

These topic ideas span the development of asset pricing models, evaluation of machine learning algorithms, and the exploration of ethical implications among other pivotal areas.

• Developing and testing new quantitative models for asset pricing
• Analysing the effectiveness and limitations of machine learning algorithms in predicting financial market movements
• Assessing the effectiveness of various risk management techniques in quantitative finance
• Evaluating the advancements in portfolio optimisation techniques and their impact on risk-adjusted returns
• Evaluating the impact of high-frequency trading on market efficiency and stability
• Investigating the influence of algorithmic trading strategies on market efficiency and liquidity
• Examining the risk parity approach in asset allocation and its effectiveness in different market conditions
• Examining the application of machine learning and artificial intelligence in quantitative financial analysis
• Investigating the ethical implications of quantitative financial innovations
• Assessing the profitability and market impact of statistical arbitrage strategies considering different market microstructures

Treasury Management

The following topic ideas explore treasury management, focusing on modernisation through technological advancements, the impact on firm liquidity, and the intertwined relationship with corporate governance among other crucial areas.

• Analysing the impact of treasury management practices on firm liquidity and profitability
• Analysing the role of automation in enhancing operational efficiency and strategic decision-making in treasury management
• Evaluating the effectiveness of various cash management strategies in multinational corporations
• Investigating the potential of blockchain technology in streamlining treasury operations and enhancing transparency
• Examining the role of treasury management in mitigating financial risks
• Evaluating the accuracy and effectiveness of various cash flow forecasting techniques employed in treasury management
• Assessing the impact of technological advancements on treasury management operations
• Examining the effectiveness of different foreign exchange risk management strategies employed by treasury managers in multinational corporations
• Assessing the impact of regulatory compliance requirements on the operational and strategic aspects of treasury management
• Investigating the relationship between treasury management and corporate governance

Financial Technology (FinTech)

The following research topic ideas explore the transformative potential of blockchain, the rise of open banking, and the burgeoning landscape of peer-to-peer lending among other focal areas.

• Evaluating the impact of blockchain technology on financial services
• Investigating the implications of open banking on consumer data privacy and financial services competition
• Assessing the role of FinTech in financial inclusion in emerging markets
• Analysing the role of peer-to-peer lending platforms in promoting financial inclusion and their impact on traditional banking systems
• Examining the cybersecurity challenges faced by FinTech firms and the regulatory measures to ensure data protection and financial stability
• Examining the regulatory challenges and opportunities in the FinTech ecosystem
• Assessing the impact of artificial intelligence on the delivery of financial services, customer experience, and operational efficiency within FinTech firms
• Analysing the adoption and impact of cryptocurrencies on traditional financial systems
• Investigating the determinants of success for FinTech startups

Commercial Banking

These topic ideas span commercial banking, encompassing digital transformation, support for small and medium-sized enterprises (SMEs), and the evolving regulatory and competitive landscape among other key themes.

• Assessing the impact of digital transformation on commercial banking services and competitiveness
• Analysing the impact of digital transformation on customer experience and operational efficiency in commercial banking
• Evaluating the role of commercial banks in supporting small and medium-sized enterprises (SMEs)
• Investigating the effectiveness of credit risk management practices and their impact on bank profitability and financial stability
• Examining the relationship between commercial banking practices and financial stability
• Evaluating the implications of open banking frameworks on the competitive landscape and service innovation in commercial banking
• Assessing how regulatory changes affect lending practices and risk appetite of commercial banks
• Examining how commercial banks are adapting their strategies in response to competition from FinTech firms and changing consumer preferences
• Analysing the impact of regulatory compliance on commercial banking operations
• Investigating the determinants of customer satisfaction and loyalty in commercial banking

International Finance

The folowing research topic ideas are centred around international finance and global economic dynamics, delving into aspects like exchange rate fluctuations, international financial regulations, and the role of international financial institutions among other pivotal areas.

• Analysing the determinants of exchange rate fluctuations and their impact on international trade
• Analysing the influence of global trade agreements on international financial flows and foreign direct investments
• Evaluating the effectiveness of international portfolio diversification strategies in mitigating risks and enhancing returns
• Evaluating the role of international financial institutions in global financial stability
• Investigating the role and implications of offshore financial centres on international financial stability and regulatory harmonisation
• Examining the impact of global financial crises on emerging market economies
• Examining the challenges and regulatory frameworks associated with cross-border banking operations
• Assessing the effectiveness of international financial regulations
• Investigating the challenges and opportunities of cross-border mergers and acquisitions

Choosing A Research Topic

These finance-related research topic ideas are starting points to guide your thinking. They are intentionally very broad and open-ended. By engaging with the currently literature in your field of interest, you’ll be able to narrow down your focus to a specific research gap .

When choosing a topic , you’ll need to take into account its originality, relevance, feasibility, and the resources you have at your disposal. Make sure to align your interest and expertise in the subject with your university program’s specific requirements. Always consult your academic advisor to ensure that your chosen topic not only meets the academic criteria but also provides a valuable contribution to the field. 

If you need a helping hand, feel free to check out our private coaching service here.

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FinancialResearch.gov

Conferences, 2024 financial stability conference – call for papers.

Published: June 4, 2024

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The Federal Reserve Bank of Cleveland and the Office of Financial Research invite the submission of research and policy-oriented papers for the 2024 Financial Stability Conference on November 21–22, 2024. The conference will be held in person in Cleveland, Ohio, and virtually.

Markets and institutions, increasingly interconnected, are being challenged by the dizzying pace of changes in the financial system, accelerating the buildup of risk and threats to solvency. Regulatory adaptations add another layer of complexity to the issue. Increasingly sophisticated algorithms and the rise of generative artificial intelligence may create new vulnerabilities across the system as banks, nonbank financial institutions, and financial markets exploit nascent opportunities. The twelfth annual conference will explore how firms and markets can become resilient or even antifragile and how regulators can encourage and accommodate needed changes.

Conference Format

The conference will bring together policymakers, market participants, and researchers in two types of sessions:

• Policy Discussions These sessions include keynote addresses and panel discussions in which participants from industry, regulatory agencies, and academia share their insights.
• Research Forums These forums follow the format of an academic workshop and comprise sessions to discuss submitted papers.

We welcome submissions of research on topics related to potential financial stability risks faced by financial markets and institutions, sources of financial system resilience, and related public policy. Conference topics include but are not limited to the following:

Emerging Risks

As the financial system continues to evolve, new risks emerge along with new businesses, new strategies, and new technologies. Old problems take on new dimensions as fiscal and monetary policies adapt to new economic and political realities, thereby adding new stresses to regulatory frameworks that themselves struggle to adapt. As information technology moves risk out of closely regulated sectors, it also creates new vulnerabilities from cyber-attacks. A rapidly changing physical environment and the prospect of nonhuman intelligences add even more uncertainty.

• Financial stability concerns related to faster payments and equity transactions such as the implementation of t+1 settlement
• The financial stability implications of generative AI and deep learning
• Cryptocurrencies, smart contracts, and blockchain
• Cyber-attacks
• Climate risk
• Interaction of monetary policy with macroprudential supervision
• Sources of resilience in the financial sector

Financial Institutions

A riskier macroeconomic environment poses challenges for financial institutions and their supervisors. Risk management tools and strategies will be tested by fluctuations in inflation and output and by new regulations designed to mitigate vulnerabilities. Network effects, including interactions with a rapidly evolving fintech and crypto sector, may lead to further risks at a systemic level. How are institutions adapting to these risks and associated regulatory changes? How prepared are regulators and policymakers? Are existing microprudential and macroprudential toolkits sufficient?

• Bank lending to nonbank financial institutions (NBFI)
• Insurance markets
• Banking as a service (BaaS)
• Regional banks
• Interest rate risk
• Risks of rapid growth
• Unrealized losses on balance sheets and mark-to-market accounting
• Impact of reforms to lenders of last resort, deposit Insurance, capital rules, and the FHLB system

Financial Markets

Inflation and the associated responses of central banks around the world have contributed to stress to financial markets that has not been seen in the recent past. Financial stability threats may arise from resulting reallocations through volatility spikes, fire sales, and financial contagion. The continued development of algorithms, decentralized finance (DeFi), and complex artificial intelligence has the potential to add novel risks to financial markets. To what extent do investors recognize these risks, and how does recognition affect investors’ allocations? How does opacity resulting from deficiencies in reporting, risk management, and operation standards for these risks affect investor behavior?

• Risks associated with high levels and issuance of public debt (for example, recent volatility around Treasury funding announcements, concerns about primary dealers and principal trading firms, the SEC’s recent rule about what defines a dealer and what that might mean for Treasury markets)
• Short-term funding
• Implications of deficits, central bank balance sheet policies, and financial stability
• The impact of technological innovation on financial markets

Real Estate Markets

Real estate is often one of the sectors most affected by and can be a cause of financial instability. Construction and housing play a major role in the transmission of monetary policy, and real estate-based lending remains a major activity of banks, insurance companies, and mortgage companies. A complex and active securities market ties together financial institutions and markets in both residential and commercial real estate.

• Commercial real estate (CRE)
• Nonbank originators and servicers
• International contagion
• Implications of remote work and the impact of COVID-19
• Effects of monetary policy on real estate markets

Scientific Committee

• Vikas Agarwal, Georgia State University
• Marco Di Maggio, Harvard University
• Michael Fleming, Federal Reserve Bank of New York
• Rod Garratt, University of California, Santa Barbara
• Mariassunta Giannetti, Stockholm School of Economics
• Arpit Gupta, New York University, Stern School of Business
• Zhiguo He, Stanford University
• Zhaogang Song, Johns Hopkins University
• Russell R. Wermers, Robert H. Smith School of Business, The University of Maryland at College Park

Paper Submission Procedure

The deadline for submissions is Friday, July 5, 2024. Please submit completed papers through Conference Maker . Notification of acceptance will be provided by Friday, September 6, 2024. Final conference papers are due on Friday, November 1, 2024. In-person paper presentations are preferred. Questions should be directed to [email protected] .

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Canada's stock market hails BoC rate cut, loonie dips

Canadian stocks and bonds rallied on Wednesday, while the loonie touched a near two-week low against its U.S. counterpart, after the Bank of Canada became the first central bank among G7 countries to cut interest rates, raising prospects for Canada's economy.

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• News for Bitfarms

Analysts Offer Insights on Financial Companies: Bitfarms (BITF), Deutsche Bank AG (DB) and Oklo Inc (OKLO)

Analysts have been eager to weigh in on the Financial sector with new ratings on Bitfarms ( BITF – Research Report ), Deutsche Bank AG ( DB – Research Report ) and Oklo Inc ( OKLO – Research Report ).

Bitfarms (BITF)

H.C. Wainwright analyst Mike Colonnese initiated coverage with a Buy rating on Bitfarms today and set a price target of $4.00 . The company’s shares closed last Monday at $2.33.

According to TipRanks.com , Colonnese is a 5-star analyst with an average return of 55.0% and a 57.1% success rate. Colonnese covers the Financial sector, focusing on stocks such as Coinbase Global, Riot Platforms, and Cipher Mining.

Currently, the analyst consensus on Bitfarms is a Strong Buy with an average price target of $4.01, representing a 76.7% upside. In a report issued on May 21, Compass Point also maintained a Buy rating on the stock with a $6.00 price target.

See today’s best-performing stocks on TipRanks >>

Deutsche Bank AG (DB)

In a report released today, Anke Reingen from RBC Capital maintained a Buy rating on Deutsche Bank AG, with a price target of EUR17.75 . The company’s shares closed last Monday at $16.85, close to its 52-week high of $17.96.

Reingen has an average return of 3.3% when recommending Deutsche Bank AG.

According to TipRanks.com , Reingen is ranked #296 out of 8883 analysts.

Deutsche Bank AG has an analyst consensus of Moderate Buy, with a price target consensus of $19.13, representing a 14.6% upside. In a report issued on May 30, J.P. Morgan also maintained a Buy rating on the stock with a EUR17.70 price target.

Oklo Inc (OKLO)

Citi analyst Vikram Bagri initiated coverage with a Hold rating on Oklo Inc today and set a price target of $11.00 . The company’s shares closed last Monday at $9.29.

According to TipRanks.com , Bagri is ranked #8791 out of 8883 analysts.

The word on The Street in general, suggests a Hold analyst consensus rating for Oklo Inc with a $11.00 average price target.

TipRanks has tracked 36,000 company insiders and found that a few of them are better than others when it comes to timing their transactions. See which 3 stocks are most likely to make moves following their insider activities.

Read More on BITF:

• Bitfarms Accelerates Growth with Enhanced Efficiency
• Bitfarms Provides May 2024 Production and Operations Update
• Bitfarms Shareholders Elect New Directors
• Bitfarms Announces Results of Annual General and Special Meeting of Shareholders
• Here’s What You Missed in Crypto This Week

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